X-on Health Product News Centre

We are excited to let you know that we are now rolling out our new reports, a few at a time, over the next few weeks

To access them, simply find the new 'Surgery Connect' tab in the menu of the Reports Console

These new reports focus on aligning calculations across reports, bringing relevant measures closer to NHS Cloud-Based Telephony definitions, and making the reports more interactive. You can now work with longer date ranges more effectively, making it easier to look beyond the day-to-day picture and explore longer-term trends

For full information and navigation tips, please find our Reports help guide collection here

👋Introducing Dali, our new ready-to-deploy AI Digital Assistant.

Surgery Assist Lite is our quickest and simplest way to introduce AI-powered care navigation. Built around the most common questions patients ask, it provides trusted practice information, national resources to support self-help and answers routine enquiries for you.

Deploy it in days and start reducing routine demand within weeks.

What’s included?

✅ AI First conversations

✅ Context-aware follow-up questions

✅ Accessibility Widget

✅ Practice information

✅ National signposting (nhs.uk, NHS A-Z, & more)

✅ NHS App support

✅ Online forms integrations

✅ Call Queue Widget

✅ Request a Callback

Want to find out more? Fill in our Contact Form and we will be in touch!

This September we're running a limited series of free, 30-minute webinars to explore what's new with Surgery Intellect, powered by TORTUS

In these sessions, you'll discover the latest features designed to give you greater control over clinical and non-clinical documentation, simplify everyday admin and help your whole practice get more for Surgery Intellect

What you'll gain from these sessions:

• Control your EHR filing with precision: Discover how the "File to Record" choices let you save narrative Medical Notes and mapped SNOMED Codes directly into your clinical system with a single click
• Streamline non-clinical admin: Explore "Meeting Mode" to automatically record, transcribe, and summarise practice meetings, featuring live note-taking and a clear separation from clinical records
• Personalise your documentation: Learn how to create Custom Templates for consultation notes, letters and meetings, customising section headings, prompt instructions, and styles such as bullet points
• Standardise across your team: Master Template Sharing to publish your custom layouts across your whole practice in seconds, eliminating duplicate effort while keeping unpublished templates completely private
• Quantify ROI and track adoption: Explore the new Surgery Intellect Usage Report to pinpoint power users, audit generated notes and codes, and track "Estimated Time Saving" metrics to prove reclaimed clinic hours

Click here to register for a session

We're pleased to announce Meeting Mode and Meeting Note Templates are now available within Surgery Intellect, powered by TORTUS.

This feature is purpose built for non-clinical use cases and allows you to record, transcribe and summarise your general workplace meetings.

By using the custom templates feature, you can create meeting notes tailored to your personal and practice needs.

To learn more, see our Surgery Intellect Meeting Mode Help Guide here.

Surgery Intellect Templates has now also been expanded to include Letter Templates. You can now seamlessly manage and customise your own letter templates alongside your clinical note configurations.

By basing templates on existing standard pre-made layouts you can quickly generate personalised high quality professional letters, while maintaining clinical structure.

To learn more, see our Surgery Intellect Custom Templates Help Guide here.

This July we are running a limited series of free, 45-minute webinars to explore Surgery Insights

In the session, you'll learn how to turn integrated data into clear, actionable insights that help you better manage demand, make informed operational decisions and optimise patient access

Here's what you'll gain from the session:

• A complete view of practice performance: Discover how Surgery Insights combines telephony and digital assistant metrics from X-on Health and third-party suppliers with NHS datasets, giving you a centralised view of demand, capacity and access
• Understand demand and capacity trends: Learn how to use the month-by-month view to explore relationships between key metrics, such as inbound calls, online consultations and appointments, to better align workforce planning with patient need
• Benchmark against national standards: Compare your practice's appointment activity, DNA rates and consultation trends against NHS national averages to identify opportunities for improvement
• Measure the impact of digital tools: See how Surgery Insights helps you track adoption and value across services such as Surgery Assist, Surgery Intellect, Omni Consultations and the NHS App, including estimated time savings and call deflection

Click here to register for a slot

We're excited to announce that the X-on Health Academy has had a major upgrade. We've listened to how practices actually learn, and understand that learning doesn't happen in a straight line.

We've made sure that while the experience is new, the access is familiar:

• No Change in Address: Continue using the same URL you’ve always used.
• Records are Safe: Your completed courses and certificates have been moved over to your new profile.
• Start Where You Left Off: Transitioning is seamless so you can focus on learning, not tech.

The new Academy has been built with a new learning experience designed around how practice teams actually learn, develop and build confidence.

What's changing?

• Learning pathways built around your role: Whether you're a clinician, practice manager or member of the wider practice team, you'll be able to follow structured learning pathways that support your day-to-day responsibilities and professional development.
• Easier access to relevant learning: A redesigned course catalogue and improved search experience make it quicker to find the guidance, resources and training you need.
• Build your own knowledge library: New note-taking functionality allows you to capture insights, reminders and practical tips as you learn, creating a resource you can return to whenever you need it.
• Supporting learning across teams: We're also introducing new ways for practices to coordinate learning and development, helping managers support onboarding, training and future adoption programmes more effectively, by grouping staff into cohorts to track progress and compliance.

Click here to view a short video to show what's new!

See what's new with our June Webinars:

From data to decisions: Introducing Enhanced Reporting

This June, we are running a limited series of free, 30-minute demos to explore the latest enhancements to Surgery Connect reporting

Leveraging Power BI and Google BigQuery, tools widely used within the NHS, this update transforms your practice data into actionable, visual insights. Here's what you'll gain from the session:

• Enhanced visual data at a glance. Explore new dynamic bar graphs, line charts and KPI tiles on your dashboards, helping you to easily monitor the impact of your telephony and digital features
• Navigate with precision. Discover how to use the Date Slicer, Weekday Selector, and Focus Mode to drill down into specific timeframes or high-pressure periods
• Target your analysis. Access brand-new reports for monitoring Outbound Calls, and utilise Dedicated Hourly Views which has moved to separate sub-pages to keep your main dashboards clean and focused
• Measure additional feature impact. Understand the effectiveness of Surgery Intellect, powered by TORTUS, and Omni Consultations through dedicated usage reports
• Get implementation right, first time. Learn how to access our supporting resources to ensure a smooth rollout of these enhanced tools for your team

Click here to register for a slot

The Omni Consultation Usage Report is now live on the Reports Console!

Discover how patients are accessing your practice, whether they are using the Voice Agent, submitting via Web Forms, or being assisted by your staff.

Key insights include:

• Channel Breakdown: Compare Voice Agent vs. Web Form submission volumes.
• Triage Tracking: Monitor the status of requests (Waiting, In Progress, or Completed).
• Workload Management: Identify peak times and request types (Medical vs. Admin).
• Equity of Access: See how the Voice Agent supports patients who prefer the phone.

See our full help guide here

See what's new this spring with our May Webinars:

Smarter workflows, better access: Introducing your new Surgery Connect features

This May, we are running a limited series of free, 30-minute demos to explore how your practice can use the latest all-inclusive enhancements to Surgery Connect. Here's what you'll gain from the session:

• Manage patient expectations with Website Widgets
• Personalise access with dynamic callbacks
• Save admin time with Voicemail Transcription
• Master your data with Power BI Enhanced Reporting
• Improve quality with easier Silent Monitoring
• Get implementation right, first time

Register for a slot here

We are excited to announce that the Surgery Intellect Usage Report is now available free of charge to all Surgery Intellect Users.

Access via the Reports Console in the SSO and discover how Surgery Intellect, powered by TORTUS is enhancing your surgery's efficiency and clinician experience.

By utilising these reports you can track Staff Time Saved, identify Top Users, monitor Clinical Outputs and more.

For more information, view our Help Guide